Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Principal Principal Midcap in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $4.2M |
| 2 | GOLDEN AUTOMOTIVE GROUP LLC GOLDEN AUTOMOTIVE GROUP LLC 401(K) PROFIT SHARING PLAN | GOLDEN CO | 227 | $7.9M | $494K |
| 3 | PLUG CONNECTION, LLC |
VISTA CA |
| 240 |
| $3.8M |
| $459K |